My Personal Finance Journey

Personal finance observation, musing and decisions in a journey toward financial independence by 2020 with at least $3 million.


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Monthly Update - April 2014 ($1,689,963, +$19,015)

Contributed by mm | May 10, 2014 1:34 PM PST

After a mild setback in March, our net worth resumed its steady growth. In April with a monthly improvement of $19,015, or 1.1%, making it the best showing in the last six months.

Our household balance sheet, along with monthly, year-to-date, and trailing 12 months comparison, are shown below:

6445-net-worth.gif

More than one areas are moving in the right direction. First, without significant one-time spend, we saved over $4,000 from our salary income.

On the investment front, our USD-denominated investment gained almost $9,000, or 2% thanks to benign market conditions. Also, our investment in China appreciated $12,000 despite a flat-lined market.


On the other hand, the Chinese Yuan foreign exchange rate continued its downward trend in April, setting us back for about $6,000.

This Post Has Received 2 Comments. Share Your Opinions Too.


Chris Milburn Commented on May 10, 2014

Great month! Keep it up!


John Commented on May 11, 2014

Great work keep it up !! Does this include 401K ?


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